Psagot Value Holdings’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Psagot Value Holdings’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-50	Closed	-$6K	–	416
2019 Q4	$6K	Buy	+50	New	+$5.58K	﹤0.01%	415
2017 Q1	–	Sell	-48	Closed	-$5K	–	352
2016 Q4	$5K	Sell	48 -165	-77%	-$17.7K	﹤0.01%	329
2016 Q3	$24K	Hold	213	–	–	﹤0.01%	281
2016 Q2	$24K	Buy	213 +48	+29%	+$5.31K	﹤0.01%	268
2016 Q1	$18K	Hold	165	–	–	﹤0.01%	320
2015 Q4	$17K	Sell	165 -504	-75%	-$53.7K	﹤0.01%	337
2015 Q3	$72K	Hold	669	–	–	﹤0.01%	293
2015 Q2	$70K	Sell	669 -364	-35%	-$38.8K	﹤0.01%	312
2015 Q1	$112K	Sell	1,033 -3,933	-79%	-$424K	﹤0.01%	276
2014 Q4	$526K	Hold	4,966	–	–	0.02%	182
2014 Q3	$515K	Sell	4,966 -2,694	-35%	-$279K	0.02%	173
2014 Q2	$793K	Sell	7,660 -1,027	-12%	-$105K	0.03%	154
2014 Q1	$884K	Sell	8,687 -1,426	-14%	-$145K	0.03%	153
2013 Q4	$1M	Sell	10,113 -1,397	-12%	-$142K	0.04%	153
2013 Q3	$1.18M	Buy	11,510 +730	+7%	+$73.8K	0.04%	148
2013 Q2	$1.1M	Buy	+10,780	New	+$1.15M	0.05%	129

Other funds holding IEF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Psagot Value Holdings's IEF Position: Q1 2020 in Review

Psagot Value Holdings sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2020, closing a stake of 50 shares — an estimated $6K sold.

Psagot Value Holdings first reported a position in IEF in Q2 2013 and held it in 16 quarters. The position peaked at $1.18M in Q3 2013. 607 funds tracked by Wall St. Rank hold IEF as of Q1 2020.

Psagot Value Holdings reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
Psagot Value Holdings sold 50 iShares 7-10 Year Treasury Bond ETF shares in Q1 2020, an estimated $6K.
Psagot Value Holdings first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and held it in 16 quarters.
Psagot Value Holdings's iShares 7-10 Year Treasury Bond ETF position peaked at $1.18M in Q3 2013.
607 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2020.

Based on Psagot Value Holdings's 13F filing for Q1 2020, filed 12 May 2020.